Onboarding SOP Template

Use this Onboarding SOP Template checklist to streamline the administrative process of employee onboarding, including documentation, training and more.

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Onboarding SOP Template

Collect Employee Details - Personal Details

Work Rights Status

Position Details

Employment Details

Contract Specific Details

Job-Related

Policies

Organisational Socialisation

Payroll

Provisioning Team

Ensure Offer & Policy Acceptance

First Day Plan

Company Culture

Probation Management

Professional Development

Employeeâ€™s First Anniversary

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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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Onboarding SOP Template

Use this Onboarding SOP Template checklist to streamline the administrative process of employee onboarding, including documentation, training and more.

1. What is the full name?

2. What is the email address?

3. What is the mobile number?

4. What is the address?

1. Is the general eligibility checked?

2. Are the tax details collected?

1. What is the position?

2. What is the department?

3. Who is the hiring manager?

1. What is the employment type/status?

2. When is the start date?

3. What is the base salary?

4. What is the commission?

5. What is the superannuation rate?

6. What is the total remuneration?

1. Is the passport/driver’s license checked?

2. What is the probation period?

3. What is the termination notice period?

4. Is a medical/credit check done?

1. Is the employee contract created?

2. Is the employee handbook created?

3. What are the office details?

4. What is the company overview?

1. Is there a policy on email use?

2. Is there a policy on internet use?

3. Is there a policy on social media use?

4. Is there a policy on alcohol use at company events?

5. Is there a policy on attendance?

6. Is there a policy on charitable donations?

7. Is there a code of conduct?

8. Is there a policy on computer and network use?

9. Is there a policy on handling confidential information?

10. Is there a policy on conflict of interest?

11. Is there a dress code?

12. Are non-disclosure agreements in place?

1. Has the announcement email been sent?

2. Are team introductions scheduled?

1. Have payroll details been added to the system?

1. Has the IT setup (computer, phone, software, peripherals) been completed?

2. Are login details (company email address) provided?

1. Is the desk allocation arranged?

2. Is the phone and computer setup completed?

3. Has the offer and policy acceptance been ensured?

1. Has the signed and returned contract been received?

2. Have the signed and returned policies been received?

1. Have you sent calendar invites for meetings?

2. Have you planned team member introductions?

3. Has their desk been decorated?

1. Have you helped them get immersed in company culture?

2. Have you organized a lunch with key team members?

3. Have you created an office tour?

4. Have you let the new hire in on the office banter?

5. Have you communicated any upcoming events?

1. Have you scheduled regular feedback catch-ups (weekly or bi-weekly)?

2. Have you set performance goals that can be monitored and evaluated?

3. Have you asked for feedback?

4. Have you discussed the end of the probationary period?

1. Have you collected feedback on any scheduled training?

2. Have you discussed further opportunities for professional growth?

1. Have you shouted out to the team and celebrated the employee’s milestone?

2. Have you prepared and conducted the yearly performance/salary review?

3. Have you asked for feedback on the year?

4. Have you re-evaluated goals, projections, and future performance?